Jack Welty

Associate Wealth Advisor at Allworth Financial Serving Households in the Greater Sacramento Region

Role
Associate Wealth Advisor at Allworth Financial
Location
Sacramento, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Jack Welty

I am a current undergraduate student at California State University, Northridge majoring in Financial Planning with Business Honors. My mission is to one day be able to help guide families and individuals to achieve their personal financial goals, as well as their lifestyle goals by reaching financial freedom.

Experience

  1. Associate Wealth Advisor

    Allworth Financial

    May 2024 — Present · Sacramento, CA, US

Education

  • California State University, Northridge

    Bachelor of Science - BS

    2022 — 2024

  • Sierra College

    Associate of Arts and Sciences - AAS

    2020 — 2022

  • Del Oro High School

    General Studies

    2015 — 2019

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Jack Welty — Associate Wealth Advisor at Allworth Financial in Sacramento, CA, US | Unifers